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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,123 | $23,330-86.6% | $64,489-95.2% | $82,448-96.2% |
| Participation rate | 89.7% | 68.3%+21.4pp | 67.7%+22.0pp | 68.1%+21.6pp |
| Annual return | 34.00% | 83.66%-49.7pp | 55.03%-21.0pp | 41.64%-7.6pp |
| Employer contribution / active EE | $528 | $824-36.0% | $1,523-65.3% | $2,551-79.3% |
| Participant deferral / active EE | $1,372 | $1,707-19.6% | $2,778-50.6% | $4,139-66.9% |
| Admin fee / account holder | $687 | $2,946-76.7% | $4,260-83.9% | $7,234-90.5% |